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KLio
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Membro desde ‎mai 24, 2019
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Katie Lio

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jnormand on Outubro 08, 2020
Our product catalogue in Hubspot is growing and becoming more complicated. Currently our ability to organize this list is very limited, basically just folders and sorting alphabetically. It would save our team a ton of time to be able to have m Leia mais
164 avaliações positivas
74 Respostas
Participante
Novembro 30, 2021
Can I add to this - I would like to be able to sort manually by our package type and sizes. Alphabetical would be great at worst case scenario, but b...Leia mais
bencefarkas on Março 06, 2020
Goal: HubSpot users should be able to be restricted when moving deals between stages. Let's say you have a Sales Pipeline with stages like "Qualified Prospect", "1st Meeting", "2nd Meeting", "Proposal Given". You shouldn't be able to move a deal Leia mais
213 avaliações positivas
88 Respostas
Participante
Novembro 09, 2021
Yes please! The funnel reporting is next to useless without being able to restrict movement in stages.
GBcutler on Fevereiro 16, 2021
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl Leia mais
206 avaliações positivas
55 Respostas
Participante
Setembro 22, 2021
Have just implemented playbooks and found this thread when trying to find out how to setup reporting on activity with playbooks and how to consolidat...Leia mais
cfleishman on Agosto 31, 2017
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Leia mais
1819 avaliações positivas
557 Respostas
Participante
Setembro 09, 2021
Very excited @Daxchemist if that is a clone attack feature coming - will save me a lot of manual pain.
cfleishman on Agosto 31, 2017
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Leia mais
1819 avaliações positivas
557 Respostas
Participante
Setembro 09, 2021
Very excited @Daxchemist if that is a clone attack feature coming - will save me a lot of manual pain.
cfleishman on Agosto 31, 2017
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of Leia mais
1819 avaliações positivas
557 Respostas
Participante
Setembro 09, 2021
Very excited @Daxchemist if that is a clone attack feature coming - will save me a lot of manual pain.
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